Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,707 | $90,509-87.1% | $78,693-85.1% | $273,968-95.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.09% | 75.61%-72.5pp | 62.18%-59.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,971 | $3,175-37.9% | $2,850-30.8% | $4,869-59.5% |
| Participant deferral / active EE | $4,643 | $3,901+19.0% | $3,517+32.0% | $5,287-12.2% |
| Admin fee / account holder | $11,139 | $5,264+111.6% | $4,511+146.9% | $10,132+9.9% |